Notes from the DoubleLine lunch with Jeffrey Gundlach [Reformed Broker]
On 'sell in May & go away' [Abnormal Returns]
On being a contrarian & spotting paradigm shifts in investing [DistressedDebtInvesting]
Interview with Morgan Creek Capital's Mark Yusko [Index Universe]
Coinstar still a buy after 40% gain? [MarketWatch]
5 hedge fund managers who lost their superstar status [Institutional Investor]
SEC & investors preparing for hedge fund marketing 'free for all' [Forbes]
Pounding the table on Symantec [Capital Observer]
Investment write-up on Boyd Group Income [Above Average Odds]
Notes from Biglari Holdings' annual meeting [Brooklyn Investor]
The obsessive habits of Bruce Berkowitz [Business Insider]
John Paulson vs Hugh Hendry [Mindful Money]
Hedgers net short position vanishes in US oil [Reuters]
Ben Bernanke and what the Fed does next [The Economist]
Richard Koo presentation on the global economic crisis [Business Insider]
When is a 'scoop' non-public information? [Felix Salmon]
Wednesday, May 2, 2012
What We're Reading ~ 5/2/2012
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